A PostgreSQL Interface for Act CRM Data

There are a vast number of PostgreSQL clients available on the Internet. From standard Drivers to BI and Analytics tools, PostgreSQL is a popular interface for data access. Using our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.

To access Act CRM data as a PostgreSQL database, use the CData JDBC Driver for Act CRM and a JDBC foreign data wrapper (FDW). In this article, we compile the FDW, install it, and query Act CRM data from PostgreSQL Server.

Connect to Act CRM Data as a JDBC Data Source

To connect to Act CRM as a JDBC data source, you will need the following:

• Driver JAR path: The JAR is located in the lib subfolder of the installation directory.

• Driver class: cdata.jdbc.actcrm.ActCRMDriver

• JDBC URL: The URL must start with "jdbc:actcrm:" and can include any of the connection properties in name-value pairs separated with semicolons.

  The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

  • Connecting to Act! Premium

    In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

    Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

  • Connecting to Act! Premium Cloud

    To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

  Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

  Built-in Connection String Designer

  For assistance in constructing the JDBC URL, use the connection string designer built into the Act CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

  java -jar cdata.jdbc.actcrm.jar

  Fill in the connection properties and copy the connection string to the clipboard.

  A typical JDBC URL is below:

  jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;

Build the JDBC Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The jdbc2_fdw extension is used as an example (downloadable here).

1. Add a symlink from the shared object for your version of the JRE to /usr/lib/libjvm.so. For example: ln -s /usr/lib/jvm/java-6-openjdk/jre/lib/amd64/server/libjvm.so /usr/lib/libjvm.so
2. Start the build: make install USE_PGXS=1

Query Act CRM Data as a PostgreSQL Database

After you have installed the extension, follow the steps below to start executing queries to Act CRM data:

1. Log into your database.
2. Load the extension for the database: CREATE EXTENSION jdbc2_fdw;
3. Create a server object for Act CRM: CREATE SERVER ActCRM FOREIGN DATA WRAPPER jdbc2_fdw OPTIONS ( drivername 'cdata.jdbc.actcrm.ActCRMDriver', url 'jdbc:actcrm:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;', querytimeout '15', jarfile '/home/MyUser/CData/CData\ JDBC\ Driver\ for\ Salesforce MyDriverEdition/lib/cdata.jdbc.actcrm.jar');
4. Create a user mapping for the username and password of a user known to the MySQL daemon. CREATE USER MAPPING for postgres SERVER ActCRM OPTIONS ( username 'admin', password 'test');
5. Create a foreign table in your local database: postgres=# CREATE FOREIGN TABLE activities ( activities_id text, activities_ActivityDisplayName text, activities_Subject numeric) SERVER ActCRM OPTIONS ( table_name 'activities');